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New England Securities’s iShares MSCI Spain ETF EWP Stock Holding History

New England Securities’s Portfolio EWP Stock Details EWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$6K Buy
167
+26
+18% +$963 ﹤0.01% 1213
2014
Q3 		$5K Sell
141
-399
-74% -$16.2K ﹤0.01% 1268
2014
Q2 		$23K Buy
540
+82
+18% +$3.46K 0.01% 862
2014
Q1 		$19K Hold
458
– – 0.01% 870
2013
Q4 		$18K Buy
458
+387
+545% +$14.3K 0.01% 850
2013
Q3 		$2K Buy
+71
New +$2.23K ﹤0.01% 1418

Other funds holding EWP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

New England Securities's EWP Position: Q4 2014 in Review

New England Securities increased its iShares MSCI Spain ETF (EWP) stake by 18% in Q4 2014, buying an estimated $963 and bringing the position to 167 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

New England Securities first reported a position in EWP in Q3 2013 and has held it in 6 quarters since. The position peaked at $23K in Q2 2014. 114 funds tracked by Wall St. Rank hold EWP as of Q4 2014.

  • New England Securities held 167 shares of iShares MSCI Spain ETF worth $6K as of Q4 2014.
  • New England Securities bought 26 iShares MSCI Spain ETF shares in Q4 2014, an estimated $963.
  • iShares MSCI Spain ETF made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1213 holding.
  • New England Securities first reported a position in iShares MSCI Spain ETF in Q3 2013 and has held it in 6 quarters since.
  • New England Securities's iShares MSCI Spain ETF position peaked at $23K in Q2 2014.
  • 114 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.